Platform box sets

This comprehensive box set covers the benefits of staying in a DB scheme and explores the implications of transferring out Includes information on tax, risks, death, as well as other topics and case studies too. This box set is accredited by the PMI and is part of the PFS Gold
Standard. It is widely used by advisers for DB triage.

This PMI accredited box set is designed to give clients impartial education about all their pension freedoms options starting with a brief summary followed by more detailed information on drawdown, annuity, lump sums, take it all and leave it. Each option includes a case study to bring the learning to life. The viewer has the option to select and watch more detailed videos about drawdown and annuity if they wish.

Our Drawdown Review box set covers key ongoing considerations for clients already in drawdown and supports the adviser’s regular review process. Covers areas that the FCA consider important components of a good review process.

Engage your clients and get them thinking about using the drawdown option for taking their pension benefits. Covers the key factors and considerations about this approach including flexibility, risk and tax. Showcases many of the areas an adviser can add real value to a client
considering this at retirement option. Accredited by the PMI.

Might an annuity be something your client should consider? This box set covers important factors and about buying an annuity including inflation, joint life, and health and lifestyle. Showcases many of the areas an adviser can add real value to a client considering this secure
retirement options. Accredited by the PMI.

The majority of adults in the UK do not have a will. Help your clients understand the importance of making and reviewing a will and think about some of the key considerations when drawing one up. The box set allows the viewer to select their UK country of residence in order that
they get the most relevant information.

Once you’ve lost mental capacity it's too late to set up a Power Of Attorney. Help your clients understand more about the benefits of a Power of Attorney and important considerations when drawing one up. The box set allows the viewer to select their UK country of residence in
order that they get the most relevant information.

Before an adviser looks at the options of paying for care its important that clients understands how the care system works. This box set provides invaluable information for people who are new to the care system that will help them understand more about the processes, funding and the parties involved.

Use this box set to give your client an overview of the different ways social care can be paid for and how an adviser can help clients make a good choice and avoid running out of money.

Investment riskSoon

An essential box set for both new clients and existing client reviews which will support your attitude to risk profiling work. Does your client truly understand what risk really is, its impacts on their decision making and how it can be their friend as well as foe? Use our box set to inform them and to provide you with the evidence they have a better understanding of risk too.

Inheritance taxSoon

Use this box set to give your client an understanding of how inheritance tax works and potential solutions. Includes information on allowances, gifts,exemptions and PETs.. Really valuable in helping clients understand if they have an inheritance tax problems and how they might benefit from your expertise to pass on more of their wealth to their beneficiaries.

Educating clients

Get your clients meeting ready by sharing our box sets with them before you get together. You’ll have better informed client meetings and benefit from full records of their engagement and understanding.

Our impact

of viewers agreed they were better informed ahead of their advice meeting

98.1%

of viewers valued their adviser giving them access to Money Alive

9.3/10

is the average score viewers gave the quality of Money Alive's information

What's being said about Money Alive?

If you use Money Alive, not only will you have better
informed clients you will also be able to demonstrate to PII insurers robust risk
management and working practices

Jamie NewellMD O3 Insurance Solutions

Incredibly helpful - a fundamental part of our DB process

Matthew HarrisProsperis

I especially like the fact that they gave pro's and con's
with the different case studies, which you can then relate to your own circumstances.

DB transfer clientJune 2018

It's very good.

John RalfePensions Expert

They are very good. Written in a simply, easy to
understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a
100 pages!!

DB transfer clientMarch 2018

They were going to keep it quiet, but I’m going to Out a
bit of financial services ‘goodness’. @MyMoneyAlive is allowing already transferred steelworkers
access to its education process. Suffice to say, the response so far has been unanimous.
‘I wish I had seen this before.’

I am sure that the FCA would consider firms providing
independent, unbiased information to clients in advance of a first meeting - to help
inform and re-set the consumer’s flawed mind-set – as a good practice approach